机构:美联储若释放鸽派信号或将提振亚洲股市

GateNews

金十数据9月16日讯,Eastspring Investments投资专家Vis Nayar和Ray Farris表示,美联储主席鲍威尔在本周会议上的鸽派指引,可能加剧美元疲软态势,从而提振亚洲股市。“今年亚洲股市的优异表现主要来自本地资金推动,但若美元重启跌势,可能刺激资金从美国流向新兴市场寻求多元化配置,”他们在研究报告中写道。分析师指出,基本面的盈利改善同样是近期亚洲股市走强的重要推动力,受贸易协议影响,多数亚洲市场对未来一年的盈利预期已显著上调。他们补充道,若美联储点阵图显示2026年利率预测中值维持不变,或鲍威尔弱化降息前景,则可能成为亚洲市场面临的主要风险。

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Goldtrmvip
· 2025-09-16 02:18
HODL Tight 💪
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